Staff

TAKING EXCELLENCE BEYOND THE NUMBERS!

Rick, Nick and James are proud to introduce you to their staff. They have assembled a great group of accountants and support staff. We invite you to take a moment to get to know a little bit about our staff!

Brian, a Canton native, joined the firm in September 2008. He graduated from the Fisher College of Business at The Ohio State University in June 2008 with a BSBA with a specialization in Accounting. He is a member of the Ohio Society of Certified Public Accountants.

In his spare time Brian enjoys traveling with his wife. They prefer locations with beaches and hope for warm,sunny and pleasant weather!! Brian roots for these favorite teams: The Ohio State Buckeyes! The Cleveland Browns,The Cleveland Cavaliers and The Cleveland Tribes,hmm,think we see a trend!?! For some relaxing exercise, Brian golfs on the local courses throughout Columbus.

Brian graduated from The Ohio State University in1996 with a B.S. in Business Administration specializing in accounting. He has systematically worked throughout his career to achieve a well-balanced and thorough knowledge of all areas of accounting policies and procedures from public tax accounting to corporate reporting systems. Brian is a member of the Ohio Society of Certified Public Accountants.

Brian enjoys spending his spare time traveling and playing sports with his wife and young son.

Karen received a BSBA degree from The Ohio State University with a specialization in Finance and a Masters in Business Administration from the University of Dayton. She joined the Firm in 2015 and has over 10 years in personal tax and bookkeeping.

Karen and her husband have two children. Their son is a recent Notre Dame graduate starting his accounting career in Chicago. Their daughter is an accounting major at The Ohio State University. Do we see a trend here!!

Free time is spent volunteering at church. In addition, traveling,exercising, eating out, planning family events and shopping.

David joined the firm in April 2016. He was born and raised on a small family dairy farm outside Minster, OH. David Graduated from The Ohio State University in December 2008 with BSBA degree with a specialization in Accounting. He worked a bit it in the Health Insurance Industry and private accounting sector and is currently working on earning his CPA.

David enjoys spending time with family and friends, listening to music, exercising and watching Cleveland & Columbus sports.

Danielle is from Beavercreek, OH and joined the firm in February of 2014. She graduated from The Ohio State University Fisher College of Business in 2008 with a BSBA specializing in Accounting.

Danielle currently lives in Grove City with her husband, Kevin, and two daughters. In her free time she enjoys spending time with family and friends. When Danielle isn’t busy chasing her daughters, she catches up on reading and relaxing. Danielle is definitely a fan of celebrities and would gladly chat with you about the latest celebrity gossip 🙂

Bonita joined the firm in 2010. She earned a B.S. in Business Administration from Franklin University. As a solution-oriented professional, Bonita has a diverse management support background that includes senior executive support at the Ohio Supreme Court and at numerous small and mid-sized businesses. As Office Manager, Bonita oversees HR functions, Billing & Receivables, facilities management and provides administrative support to our staff.

Bonita is passionate about her family and faith. As a valedictorian Ministry graduate of the Ever Increasing Life Ministries, Bonita strives to encourage everyone and to tangibly share her faith through volunteerism.

Bonita is also a Certified Image Consultant and delights in speaking with women about image and etiquette. She enjoys traveling with her husband, playing games with her family or tooling the flowerbed. Other favorite past times are roller skating, reading, fine dining throughout the city and watching football. If you enjoy watching football quietly then Bonita is not your viewing partner. Well, that is if The Ohio State Buckeyes or the Philadelphia Eagles are playing!

Jeanette is a native of Fort Wayne, Indiana. She lived in Bettendorf, Iowa, and Indianapolis, Indiana, before moving to Columbus in 1997. She is a graduate of International Business College. Jeanette joined the firm in September, 2006.

Jeanette has two children. Her daughter and son-in-law live in Columbus, and her son resides in Louisville, Kentucky.

During her free time, Jeanette enjoys spending time with family and friends, volunteering, reading and crafts. She loves finding unique items for her home. Favorite vacation destinations include Puerto Vallarta, Mexico; Phoenix, Arizona, and Myrtle Beach, South Carolina. She looks forward to watching NHL hockey, college basketball and March Madness.